Wells Fargo & Company Boosts eBay (NASDAQ:EBAY) Price Target to $101.00

eBay (NASDAQ:EBAY) had its target price boosted by analysts at Wells Fargo & Company from $98.00 to $101.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The brokerage presently has an “equal weight” rating on the e-commerce company’s stock. Wells Fargo & Company‘s target price points to a potential upside of 14.68% from the company’s previous close.

Several other research analysts have also recently issued reports on the stock. Barclays decreased their target price on shares of eBay from $105.00 to $104.00 and set an “overweight” rating for the company in a report on Thursday. BMO Capital Markets reiterated an “outperform” rating and set a $120.00 target price on shares of eBay in a research note on Thursday. Truist Financial boosted their price target on eBay from $86.00 to $92.00 and gave the stock a “hold” rating in a research note on Monday, November 3rd. Evercore increased their price objective on eBay from $93.00 to $94.00 in a research report on Thursday. Finally, Needham & Company LLC lifted their price target on shares of eBay from $115.00 to $122.00 and gave the stock a “buy” rating in a research note on Thursday. Fourteen investment analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $96.84.

eBay Stock Performance

Shares of eBay stock opened at $88.07 on Thursday. The business has a fifty day simple moving average of $88.30 and a two-hundred day simple moving average of $89.30. The firm has a market capitalization of $39.81 billion, a P/E ratio of 20.25, a P/E/G ratio of 1.98 and a beta of 1.38. The company has a current ratio of 0.92, a quick ratio of 0.92 and a debt-to-equity ratio of 1.06. eBay has a 12 month low of $58.71 and a 12 month high of $101.15.

eBay (NASDAQ:EBAY) last issued its quarterly earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.35 by $0.06. eBay had a net margin of 18.30% and a return on equity of 42.62%. The company had revenue of $2.97 billion during the quarter, compared to analysts’ expectations of $2.87 billion. During the same period last year, the company posted $1.25 EPS. eBay’s revenue was up 15.0% on a year-over-year basis. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. On average, equities analysts forecast that eBay will post 3.86 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, SVP Cornelius Boone sold 4,462 shares of eBay stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $83.94, for a total transaction of $374,540.28. Following the transaction, the senior vice president owned 91,921 shares in the company, valued at approximately $7,715,848.74. The trade was a 4.63% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Jordan Douglas Bradle Sweetnam sold 33,441 shares of the company’s stock in a transaction on Friday, January 30th. The stock was sold at an average price of $91.99, for a total transaction of $3,076,237.59. Following the completion of the transaction, the senior vice president directly owned 4,733 shares of the company’s stock, valued at $435,388.67. This represents a 87.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 44,593 shares of company stock valued at $3,998,870 in the last 90 days. Corporate insiders own 0.64% of the company’s stock.

Institutional Trading of eBay

Several institutional investors have recently made changes to their positions in EBAY. Invesco Ltd. raised its position in shares of eBay by 8.3% during the fourth quarter. Invesco Ltd. now owns 9,020,923 shares of the e-commerce company’s stock valued at $785,722,000 after buying an additional 692,805 shares during the last quarter. Corient Private Wealth LLC grew its position in shares of eBay by 75.2% during the fourth quarter. Corient Private Wealth LLC now owns 254,624 shares of the e-commerce company’s stock valued at $22,178,000 after purchasing an additional 109,312 shares in the last quarter. Vident Advisory LLC increased its holdings in shares of eBay by 71.9% in the fourth quarter. Vident Advisory LLC now owns 97,757 shares of the e-commerce company’s stock worth $8,515,000 after purchasing an additional 40,872 shares during the last quarter. Beacon Pointe Advisors LLC boosted its stake in eBay by 16.5% during the fourth quarter. Beacon Pointe Advisors LLC now owns 13,819 shares of the e-commerce company’s stock valued at $1,204,000 after buying an additional 1,955 shares during the last quarter. Finally, State of Tennessee Department of Treasury grew its holdings in eBay by 0.8% during the 4th quarter. State of Tennessee Department of Treasury now owns 198,492 shares of the e-commerce company’s stock valued at $18,106,000 after buying an additional 1,615 shares in the last quarter. Hedge funds and other institutional investors own 87.48% of the company’s stock.

More eBay News

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q4 results and guidance beat expectations — eBay reported stronger-than-expected Q4 revenue and EPS and issued constructive Q1 2026 guidance, which underpins today’s upside. eBay Q4 Earnings & Revenues Surpass Estimates, Both Increase Y/Y
• Positive Sentiment: Depop acquisition (≈$1.2B) adds scale in recommerce and Gen‑Z fashion — the deal strengthens eBay’s exposure to younger buyers and high-growth secondhand apparel, a strategic growth vector investors like. eBay to Buy Etsy’s Depop for $1.2 Billion. Both Stocks Are Jumping.
• Positive Sentiment: Shareholder returns boosted — eBay raised its quarterly dividend and authorized incremental buybacks (noted in recent reports), which supports near-term investor sentiment and yield-focused demand. eBay shares jump as Q4 results, upbeat Q1 outlook, and Depop deal boost sentiment
• Neutral Sentiment: Analysts are raising targets and adjusting ratings — multiple banks (Baird, Wedbush, Bank of America, etc.) lifted price targets after the results and Depop deal; this ratchets up expectations but also bakes in upside. These eBay Analysts Raise Price Targets On Strong Q4, 2026 Guide And Depop Acquisition
• Neutral Sentiment: Market/data noise around short interest — recent short-interest posts in feeds appear inconsistent (zeros/NaN) and don’t present a clear signal today. No actionable change from short-interest data at this time.
• Negative Sentiment: Options and hedging activity show caution — unusually large put-option volumes were reported, indicating some traders are hedging or betting on near-term weakness despite the rally. Investors Buy Large Volume of eBay Put Options (NASDAQ:EBAY)
• Negative Sentiment: Insider selling continues — a recent SVP sale (1,009 shares) and a pattern of insider disposals were disclosed; while individual sales are small, persistent insider selling can temper sentiment. Insider Sale Filing
• Negative Sentiment: Near-term margin and dilution risks from Depop — management expects low single-digit headwinds to operating income and EPS dilution with accretion only by 2028; investors should weigh strategic upside vs. short-term earnings drag. Why eBay’s Depop Acquisition Matters More Than the Earnings Beat

About eBay

eBay Inc is a global e-commerce company that operates an online marketplace connecting individual consumers and businesses for the sale and purchase of new, used and collectible goods. Founded in 1995 by Pierre Omidyar and headquartered in San Jose, California, eBay grew from its early auction-style site into a diversified platform offering both auction-format listings and fixed-price “Buy It Now” transactions. The company completed an initial public offering in the late 1990s and has since evolved its platform and services to support a broad range of product categories and buyer preferences.

The company’s core business centers on its marketplace platform, which provides listing, search and transaction capabilities for millions of items across consumer goods, electronics, fashion, collectibles and more.